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Financial Services

The team at Dynamite Recruitment have historically recruited for a variety of clients across the Financial Services sector for many years, however this has recently been formalised with the formation of a specific division headed by Chloe Emmerson.

Dynamite Financial Services recruits across the IFA market, Wealth Management, General Insurance, Investment and Mortgage business. Our team are extremely well connected, meaning that we are often able to connect our clients with great talent without the need for conventional advertising. We source first class candidates using a variety of tools for permanent, contract and temporary vacancies and ensure that only the most suited people meet our clients. We work hard to understand client role requirements and other necessary synergies ensuring that time spent interviewing Dynamite candidates is always a sound investment.

We cover the entire Financial Services market, UK wide. Common placements include:

  • Paraplanners
  • IFA & IFA Administration Support
  • Actuarial
  • Compliance
  • Audit
  • Mortgage Advisors
  • Fund Management
  • Credit & Risk Management
  • Wealth & Asset Management
  • Audit
  • Investment Operations
  • Claims
  • Pensions & Pensions Administration

  • PA - Financial Serivces

    Financial Services PA to work with Top performing Adviser. Must have a Financial Services background. PART TIME PA - MUST HAVE IFA PRACTICE BACKGROUND We are working with a long standing client who is park of a large scale Wealth Advisory Network. For this role we are recruiting a Financial Services PA, however this does require someone who has worked in a similar role within a Financial Organisation. The role will include all standard PA duties: Diairy Managment Booking travel Liaising with clients and being their point of contact. Drafting and correcting correspondence Booking in client reviews On the Financial side you will be carrying out the following; New business applications Obtaining valuations Liaising with clients Booking in their reviews Being a point of contact and able to understand and talking a confident manner about the products. We must have a someone with a clear financial background and someone who is organised and can work...

    Vac. Type:
    Permanent
    Location:
    Burgess Hill, West Sussex
    Salary:
    study support, benefits
    Vac. Ref:
    BBBH4861_1560887536
    Read More
  • Trainee Paraplanner

    Junior Paraplanner / Trainee Paraplanner We are working with a long standing client of ours who is seeking a Trainee Paraplanner to work along side the Senior Paraplanners. This role is to develop into a Fully qualified Paraplanner. For this role we need candidates who has worked in a IFA admin or Wealth planning environment previously and who has worked covering the following aspects. New business applications Valuations Liaising with providers Updating client information Booking in Reviews Working with Pension administration Working with Advisers. We need candidates that are studying the Diploma in Financial Advice as a minimum you will need RO1 and experience working in a an administration capacity. Please email you cv This role is closing soon Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

    Vac. Type:
    Permanent
    Location:
    West Sussex, England
    Salary:
    £24000.00 - £270000 per annum + benefits + bonus
    Vac. Ref:
    BBBH4987_1560887216
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  • Financial Planning Administrators x 2

    ***** Corporate IFA firm based in Berkshire - 2 X Financial Planning administrators required URGENTLY ** This role is working a highly recognised IFA firm that has the highest status that you can achieve. And have 5*** reviews and nothing less!! We are working with this firm on these 2 exciting opportunities and the duties are below. Key tasks: Opening and sorting daily post on a rota Sending daily post on a rota Answering the telephone and directing calls, taking and passing on messages Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office Developing and building relationships with clients Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily Maintenance of client records usin...

    Vac. Type:
    Permanent
    Location:
    Berkshire, England
    Salary:
    £20000.00 - £25000.00 per annum + benefits + bonus
    Vac. Ref:
    BBBH5893_1560882654
    Read More
  • Junior Paraplanner or Paraplanner

    Junior Paraplanner OR Paraplanner We have a new exciting client that Dynamite Recruitment are working with in Southampton. This is a client that is seeking a Junior or Senior Para planner. This will be to join as an additional team member to sit with other 2 Paraplanners. You will have the support of administrators and together you will be at the heart of the technical support for this new and outstanding company. Main duties: Attend client meetings and/or receiving instructions during debriefing from financial planners following client meeting. Interpreting data obtained by financial planners during client meetings. Completing qualitative and quantitative analysis of client's existing products to determine whether they meet the client's current needs and objectives. Preparing financial plans. Researching suitable product recommendations to meet client's objectives. Arranging for appropriate illustrations to be prepared in support of product r...

    Vac. Type:
    Permanent
    Location:
    Southampton, Hampshire
    Salary:
    £321 - £40000.00 per annum + benefits + bonus
    Vac. Ref:
    BBBH5892_1560881179
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  • Wealth Planning Admin/ Trainee Paraplanner

    AMAZING OPPORTUNITY TO PROGRESS TO PARA PLANNING Salary 23- 25K - Berkshire based In this exciting company you will be part of a team within the financial planning process. You will be working in the Financial Planning admin and Paraplanning team. Working as part of an administrative team you will play an active role in supporting both the para planners and financial advisers. You will assist with New Business and looking after the current clients. Typing fact finds Composing of Letters of Authority Scanning and printing of documentation. Working with the CRM system that is IO. Liaise with providers and obtaining valuations General admin support Inbound and outbound post. We're looking for someone with a year or more experience of financial planning administration, processing new business etc, some qualifications such as level 3 certificate in financial planning would be advantageous but not essential. Someone organised and someone who wants t...

    Vac. Type:
    Permanent
    Location:
    Berkshire, England
    Salary:
    Up to £25000.00 per annum
    Vac. Ref:
    BBBH5891_1560873261
    Read More

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